Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.94%
6 Months
6.20%
11.49%
1 Year
9.45%
3.89%
3 Years
11.74%
8.19%
5 Years
—
11.02%
Since Inception
12.77%
10.97%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹223.43 Cr
₹360.51 Cr
Alpha – 1 Year
9.88%
0.91%
Alpha – 3 Years
3.17%
−3.69%
Information Ratio – 3 Years
0.40
-0.18
Volatility – 1 Year
16.24%
23.04%
Volatility – 3 Years
16.22%
19.34%
Beta – 1 Year
0.89
1.26
Beta – 3 Years
1.02
1.17
Sharpe Ratio – 1 Year
0.30
0.04
Sharpe Ratio – 3 Years
0.44
0.30
Worst Rolling Year
11.49%
-8.10%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−24.20%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
13.89%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 38% · M 28% · S 33%
Number of Stocks
96
29
Portfolio P/E
27.01
37.17
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%